Vanguard Russell 1000 GrowthVONGETF

13F holders, Q4 2025 (December 31)
857holders +67
77new positions
47sold out
4famous investors
$121.71avg. 13F price*

At the end of Q4 2025, 857 institutions reported holding Vanguard Russell 1000 Growth (VONG) in their 13F filings, up 67 from Q3 2025. 77 opened new positions and 47 sold out. The largest holders were Bank of America Corp. ($6.2B), Cetera Investment Advisers ($1.2B) and Morgan Stanley ($1.1B). 4 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Vanguard Russell 1000 Growth
CUSIP
92206C680
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 579Q1 2024Q2 2024: 614Q2 2024Q3 2024: 634Q3 2024Q4 2024: 739Q4 2024Q1 2025: 712Q1 2025Q2 2025: 750Q2 2025Q3 2025: 790Q3 2025Q4 2025: 857Q4 2025Q1 2026: 866Q1 2026Q2 2026: 957Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions77$414.4M
Exits47$31.1M

All 13F filers, Q3 2025 → Q4 2025: 26,201,913 shares bought and 4,170,697 shares sold, net +22,031,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 857 holders

Bank of America Corp. 0.45% Add +51.7% 51,255,902 $6.2B
Cetera Investment Advisers 1.36% Reduce -3.0% 10,211,465 $1.2B
Morgan Stanley 0.06% Reduce -1.9% 8,657,734 $1.1B
LPL Financial LLC 0.27% Add +6.4% 8,174,197 $995.2M
Tiaa Trust, National Association 1.40% Reduce -0.1% 4,783,889 $582.4M
Wells Fargo & Company 0.10% Add +6.2% 4,229,899 $515.0M
Ameriprise Financial Inc. 0.11% Reduce -1.4% 3,975,571 $484.0M
UBS Group AG 0.09% Reduce -6.4% 3,737,172 $455.0M
Sequoia Financial Advisors, LLC 2.42% Add +11.5% 3,545,177 $431.6M
Citigroup Inc. 0.29% Reduce -0.0% 3,491,303 $425.1M
Envestnet Asset Management Inc. 0.12% Reduce -14.2% 3,421,091 $416.5M
Raymond James Financial Inc. 0.12% Add +5.0% 3,109,784 $378.6M
Equitable Holdings, Inc. 2.32% Reduce -4.7% 2,781,940 $338.7M
SageView Advisory Group, LLC 8.35% Reduce -3.8% 2,027,559 $246.9M
Commonwealth Equity Services, LLC 0.32% Reduce -8.7% 1,984,206 $241.6M
Truist Financial Corp. 0.32% Reduce -2.1% 1,940,619 $236.3M
HighTower Advisors, LLC 0.24% Reduce -0.3% 1,825,441 $222.2M
Janney Montgomery Scott LLC 0.44% Reduce -1.7% 1,583,087 $192.7M
Jones Financial Companies LLLP 0.11% Add +7.5% 1,542,662 $187.8M
Jabodon PT Co. 23.51% New 1,459,482 $177.7M
Osaic Holdings, Inc. 0.25% Reduce -10.3% 1,408,011 $171.4M
Prudential Financial Inc. 0.17% Reduce -2.8% 1,172,129 $143.9M
Pathstone Holdings, LLC 0.54% Add +18.3% 1,148,943 $139.9M
Royal Bank of Canada 0.02% Add +11.3% 1,094,697 $133.3M
Quent Capital, LLC 9.25% Reduce -1.6% 1,053,250 $128.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% New 1,013,373 $123.4M
Corient Private Wealth LP 0.17% Reduce -1.4% 1,012,262 $123.2M
Silvercrest Asset Management Group LLC 0.80% Reduce -17.3% 956,277 $116.4M
PNC Financial Services Group, Inc. 0.06% Add +1.5% 918,998 $111.9M
Apollon Wealth Management, LLC 1.86% Reduce -1.2% 879,675 $107.1M
Beacon Pointe Advisors, LLC 0.74% Add +9.2% 863,428 $105.1M
Cerity Partners LLC 0.15% Add +29.4% 829,764 $101.0M
Aaron Wealth Advisors LLC 4.89% Add +7.4% 721,331 $87.8M
Comerica Bank 0.33% Reduce -0.6% 673,006 $81.9M
JPMorgan Chase & Co. 0.01% Reduce -15.6% 667,565 $81.3M
LPWM LLC 20.26% Add +2.4% 659,713 $80.3M
Global Strategic Investment Solutions, LLC 7.54% Reduce -0.7% 633,842 $77.2M
WestHill Financial Advisors, Inc. 14.47% Reduce -0.6% 625,669 $76.2M
SCS Capital Management LLC 0.80% Reduce -0.1% 621,420 $75.7M
Two Sigma Investments, LP 0.11% Add +12815.2% 594,100 $72.3M
93 Financial Group, LLC 31.37% — 591,744 $72.0M
Fifth Third Bancorp 0.23% Reduce -3.1% 589,417 $71.8M
Wealthquest Corp 5.35% Reduce -6.7% 582,273 $70.9M
Goldman Sachs Group Inc. 0.01% Add +7.7% 579,537 $70.6M
Clearstead Advisors, LLC 0.84% Reduce -2.6% 548,919 $66.8M
Waldron Private Wealth LLC 2.59% Reduce -0.7% 538,486 $65.6M
Nadler Financial Group, Inc. 6.00% Reduce -1.9% 529,869 $64.5M
Hapanowicz & Associates Financial Services, Inc 24.77% Reduce -1.4% 519,106 $63.2M
Captrust Financial Advisors 0.12% Add +9.3% 577,945 $63.0M
Baltimore-Washington Financial Advisors, Inc. 2.60% Add +4.9% 510,720 $62.2M
Modera Wealth Management, LLC 0.69% Reduce -0.0% 492,572 $60.0M
Valley Wealth Managers, Inc. 3.72% Add +5.9% 477,053 $58.1M
Assetmark, Inc. 0.11% Reduce -7.2% 455,472 $55.5M
Cresset Asset Management, LLC 0.22% Add +5970.2% 433,652 $52.8M
Snowden Capital Advisors LLC 1.36% Add +4.5% 429,683 $52.3M
Mariner, LLC 0.06% Reduce -8.0% 422,415 $51.4M
LVW Advisors, LLC 5.09% Reduce -8.8% 412,627 $50.2M
Citizens & Northern Corp. 11.09% Reduce -7.3% 367,716 $44.8M
Stephens Inc. 0.55% Reduce -2.1% 364,923 $44.4M
Bank of New York Mellon Corp 0.01% Reduce -3.0% 364,780 $44.4M
Rockefeller Capital Management L.P. 0.08% Add +22.6% 364,671 $44.4M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -1.1% 359,871 $44.1M
Commerce Bank 0.24% Reduce -7.5% 359,438 $43.8M
Lido Advisors, LLC 0.17% Reduce -5.2% 357,676 $43.5M
NewEdge Advisors, LLC 0.16% Add +2.6% 354,319 $43.1M
MML Investors Services, LLC 0.10% Add +8.5% 346,230 $42.2M
Parkside Financial Bank & Trust 3.09% Reduce -3.0% 339,048 $41.3M
Wealthspire Retirement, LLC 2.44% Add +6.2% 329,560 $40.1M
Pacific Life Fund Advisors LLC 4.04% Reduce -3.7% 322,564 $39.3M
Steele Capital Management, Inc. 1.58% Add +0.9% 301,550 $36.7M
Windward Private Wealth Management Inc. 12.35% Reduce -5.8% 292,807 $35.6M
Creative Financial Designs Inc. 2.22% Add +1.4% 289,724 $35.3M
Alliancebernstein L.P. 0.01% Reduce -2.8% 288,172 $35.1M
D.A. Davidson & Co. 0.21% Add +6.8% 281,588 $34.3M
Apella Capital, LLC 0.66% Add +18.8% 273,676 $33.3M
First National Bank of Omaha 0.98% New 268,429 $32.9M
Alliance Wealth Advisors, LLC 7.00% Add +1540.0% 265,300 $32.3M
MIdWestOne Financial Group, Inc. 3.57% Add +1.1% 264,062 $32.1M
Atlantic Union Bankshares Corp 0.59% Add +12.6% 256,890 $31.3M
Bank of Montreal 0.01% Add +1.1% 248,090 $30.2M
Private Advisor Group, LLC 0.14% Add +38.4% 243,195 $29.6M
TD Private Client Wealth LLC 0.62% Add +16.4% 240,652 $29.3M
Tolleson Wealth Management, Inc. 4.04% No change 230,015 $28.0M
Cambridge Investment Research Advisors, Inc. 0.07% Add +7.0% 229,063 $27.9M
Highland Financial Advisors, LLC 7.70% Reduce -0.4% 227,962 $27.8M
CIBC Private Wealth Group LLC 0.05% Add +2053.7% 224,998 $27.4M
Exchange Traded Concepts, LLC 0.23% Add +10.0% 223,600 $27.2M
Glenmede Trust Co. NA 0.13% — 223,090 $27.2M
Condor Capital Management 2.15% Reduce -1.8% 218,301 $26.6M
Ieq Capital, LLC 0.08% Reduce -7.5% 212,420 $25.9M
Cambridge Associates LLC /Ma/ 0.41% Reduce -0.8% 208,274 $25.4M
&partners 0.13% Add +1.4% 205,495 $25.0M
Bernardo Wealth Planning LLC 4.69% Reduce -0.5% 201,944 $24.6M
Wealth Dimensions Group, Ltd. 4.83% Reduce -0.5% 199,958 $24.3M
Perkins Coie Trust Co 4.51% Reduce -3.2% 198,784 $24.2M
Elite Financial, Inc. 10.91% Reduce -0.9% 197,068 $24.0M
Arrowroot Family Office, LLC 8.57% Add +7.7% 193,440 $23.6M
Global Retirement Partners, LLC 0.42% Add +38.4% 193,068 $23.5M
Stifel Financial Corp. 0.02% Reduce -4.0% 177,810 $21.6M
Yarger Wealth Strategies, LLC 9.16% Add +4.2% 175,023 $21.3M
Kestra Private Wealth Services, LLC 0.26% Add +5.9% 173,715 $21.1M
One Capital Management, LLC 0.63% Add +19.1% 170,656 $20.8M
Evergreen Wealth Partners LLC 17.41% — 169,760 $20.7M
HB Wealth Management, LLC 0.13% Add +0.1% 169,328 $20.6M
Haverford Trust Co 0.18% Add +20.2% 164,778 $20.1M
Keybank National Association 0.07% Reduce -10.0% 161,087 $19.6M
HBK Sorce Advisory LLC 0.45% Reduce -4.5% 166,672 $19.6M
Advisors Capital Management, LLC 0.23% Add +24.9% 160,762 $19.6M
Merit Financial Group, LLC 0.16% Add +64.7% 159,448 $19.4M
Arax Advisory Partners 0.56% New 157,288 $19.1M
Baird Financial Group, Inc. 0.03% Add +0.2% 156,518 $19.1M
Deroy & Devereaux Private Investment Counsel Inc. 0.90% Reduce -5.5% 150,820 $18.4M
Lebenthal Global Advisors, LLC 2.73% Add +14.6% 145,351 $17.7M
M&T Bank Corp 0.05% Reduce -5.2% 135,701 $16.5M
Joel Isaacson & Co., LLC 0.54% Add +1.0% 135,497 $16.5M
FourThought Financial Partners, LLC 1.35% Add +8.5% 131,598 $16.0M
Strategic Financial Partners, Ltd. 6.89% Reduce -1.1% 130,682 $15.9M
Quantinno Capital Management LP 0.03% Add +29.1% 130,676 $15.9M
Fort Washington Investment Advisors Inc. 0.08% Add +5.2% 130,168 $15.8M
Connable Office Inc. 1.44% Reduce -0.7% 128,915 $15.7M
Brand Asset Management Group, Inc. 4.31% Reduce -1.7% 126,731 $15.4M
Kestra Advisory Services, LLC 0.06% Add +9.3% 126,072 $15.3M
Integrated Investment Consultants, LLC 2.91% Reduce -1.1% 121,824 $14.8M
Creative Planning 0.01% Reduce -0.8% 121,604 $14.8M
71 West Capital Partners 0.68% — 121,294 $14.8M
Procyon Advisors, LLC 0.72% Add +2.1% 120,350 $14.7M
Vance Wealth, LLC 4.20% Add +3.0% 116,042 $14.1M
Advisors Preferred, LLC 2.29% No change 115,590 $14.0M
Thrivent Financial for Lutherans 0.02% New 107,868 $13.1M
Mission Wealth Management, LP 0.26% Reduce -0.9% 106,237 $12.9M
AQR Capital Management 0.01% Add +113.7% 105,092 $12.8M
Livet Wealth, LLC 7.82% — 104,286 $12.7M
Aptus Capital Advisors, LLC 0.11% Reduce -0.1% 104,134 $12.7M
Fifth Third Securities, Inc. 0.83% Reduce -12.1% 103,858 $12.6M
Mutual Advisors, LLC 0.27% Reduce -13.4% 103,311 $12.6M
Mesirow Financial Investment Management, Inc. 0.25% Reduce -38.9% 99,763 $12.1M
Smartleaf Asset Management LLC 0.45% Add +8.8% 97,306 $11.9M
FMR LLC 0.00% Add +31.1% 96,766 $11.8M
Apollon Financial, LLC 1.69% Add +5.7% 95,554 $11.6M
O'shaughnessy Asset Management, LLC 0.06% Add +7.3% 94,332 $11.5M
Sanctuary Advisors, LLC 0.06% Add +4.2% 92,500 $11.3M
Bare Financial Services, Inc 3.11% Add +7.9% 91,866 $11.2M
Brandywine Asset Management, Inc. 7.82% — 95,215 $11.1M
Cary Street Partners Financial LLC 0.27% Reduce -5.2% 90,935 $11.1M
Base Wealth Management LLC 5.89% Add +5.5% 89,817 $10.9M
Natixis Advisors, LLC 0.02% Reduce -1.6% 89,576 $10.9M
Great Valley Advisor Group, Inc. 0.20% Reduce -9.0% 87,474 $10.7M
World Investment Advisors 0.17% Add +168.2% 84,279 $10.3M
Royal Fund Management, LLC 0.94% Add +64.2% 84,092 $10.2M
Hurley Capital, LLC 5.69% Add +0.4% 83,338 $10.1M
Win Advisors, Inc. 4.28% Reduce -20.9% 82,751 $10.1M
Pinnacle Financial Partners, Inc. 0.08% — 82,648 $10.1M
American Financial & Tax Strategies Inc. 4.88% Reduce -0.3% 80,384 $9.8M
Diversified Enterprises, LLC 0.58% Add +9.3% 80,311 $9.8M
Darrow Company, Inc. 4.30% Reduce -0.2% 78,676 $9.6M
Klingenstein Fields & Co. LP 0.36% Add +408.7% 78,371 $9.5M
Principal Financial Group Inc. 0.00% Add +64.4% 78,034 $9.5M
Virtue Capital Management, LLC 1.45% Add +8170.6% 77,578 $9.4M
Summit Financial Strategies, Inc. 0.76% New 76,027 $9.3M
SWAN Capital LLC 3.56% Reduce -7.4% 75,155 $9.2M
Belpointe Asset Management LLC 0.32% Reduce -10.0% 73,853 $9.0M
Gross & Hartman Investments LLC 4.98% — 71,744 $8.7M
BlackRock, Inc. 0.00% Add +867.8% 71,005 $8.6M
Investors Research Corp 1.58% Add +8.3% 70,717 $8.6M
Summit Trail Advisors, LLC 0.15% Add +4.3% 69,581 $8.5M
Philip James Wealth Mangement, LLC 0.99% Add +0.4% 68,057 $8.3M
Blue Barn Wealth, LLC 11.62% Reduce -60.4% 65,558 $8.0M
Wedbush Securities Inc. 0.23% Add +0.5% 64,364 $7.8M
Safe Harbor Family Capital, LLC 6.86% — 64,138 $7.8M
Orion Porfolio Solutions, LLC 0.06% Add +11.1% 63,991 $7.8M
Park Avenue Securities LLC 0.07% Add +29.7% 63,774 $7.8M
Rodgers & Associates, LTD 0.78% Reduce -3.0% 62,981 $7.7M
New Millennium Group LLC 3.29% Add +125.0% 62,340 $7.6M
Winthrop Advisory Group LLC 0.64% Add +386.5% 61,791 $7.5M
Fifth Third Wealth Advisors LLC 0.26% Add +3.0% 61,633 $7.5M
Nicholson Meyer Capital Management, Inc. 5.63% Add +0.0% 61,178 $7.4M
US Bancorp \de 0.01% Add +3.8% 61,152 $7.4M
Cascade Wealth Advisors, Inc 3.35% Add +3.7% 59,567 $7.3M
Advisory Resource Group 1.27% Add +5.7% 59,465 $7.2M
HRT Financial LP 0.02% Reduce -17.3% 59,421 $7.2M
ERn Financial, LLC 1.36% Reduce -0.5% 59,310 $7.2M
IFP Advisors, Inc 0.16% Reduce -4.4% 58,926 $7.2M
MAI Capital Management 0.04% Reduce -1.6% 58,534 $7.1M
Kingsview Wealth Management, LLC 0.10% Add +1.0% 57,816 $7.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +13.7% 57,615 $7.0M
Legacy Edge Advisors, LLC 0.76% Add +4.5% 57,295 $7.0M
Fidelis Capital Partners, LLC 0.50% Add +3.3% 57,030 $6.9M
Aurelius Family Office LLC 2.78% Add +1.7% 53,071 $6.5M
Curtis Advisory Group, LLC 1.35% Add +4.2% 52,672 $6.4M
Golden Road Advisors LLC 3.65% Add +2.4% 52,611 $6.4M
Crumly & Associates Inc. 1.34% Reduce -2.0% 52,275 $6.4M
Monument Capital Management 1.58% New 52,274 $6.4M
Sowell Financial Services LLC 0.23% Add +7.9% 51,967 $6.3M
AMG National Trust Bank 0.15% Add +86.8% 51,937 $6.3M
Guardian Wealth Advisors, LLC / NC 0.39% Add +0.1% 50,940 $6.2M
GEM Asset Management, LLC 2.76% Add +4.3% 50,513 $6.2M
Cozad Asset Management Inc. 0.46% Add +0.8% 49,186 $6.0M
Blue Capital, Inc. 4.21% Reduce -4.1% 48,525 $5.9M
Frederick Financial Consultants, LLC 3.20% Reduce -4.3% 48,021 $5.8M
Zhang Financial LLC 0.22% Add +22.9% 47,612 $5.8M
Johnson Investment Counsel Inc. 0.05% Reduce -2.9% 47,571 $5.8M
Empire Life Investments Inc. 0.32% Reduce -6.7% 47,230 $5.8M
RFG Advisory, LLC 0.11% Reduce -30.9% 47,067 $5.7M
Facet Wealth, Inc. 0.10% Reduce -0.5% 46,054 $5.6M
Brown Advisory Inc. 0.01% Add +566.9% 45,864 $5.6M
Stegner Investment Associates Inc. 2.95% Add +0.0% 45,634 $5.6M
Farther Finance Advisors, LLC 0.06% Add +10.9% 45,585 $5.6M
Moneta Group Investment Advisors LLC 0.04% Add +4.3% 45,470 $5.5M
Relyea Zuckerberg Hanson LLC 0.55% Add +7.7% 44,753 $5.4M
CKW Financial Group 0.59% Add +1.7% 44,597 $5.4M
Thompson Siegel & Walmsley LLC 0.09% Reduce -1.4% 44,501 $5.4M
Continuum Advisory, LLC 0.54% Add +0.1% 44,474 $5.4M
Savant Capital, LLC 0.03% Add +0.4% 44,437 $5.4M
Andina Capital Management, LLC 3.24% Reduce -0.3% 43,989 $5.4M
First National Trust Co 0.18% Add +8.1% 43,929 $5.3M
Certified Advisory Corp 0.48% Add +1.5% 43,345 $5.3M
Wealth Advisory Team LLC 4.66% — 43,280 $5.3M
Accretive Wealth Partners, LLC 1.52% Add +14.5% 42,028 $5.1M
Legacy Financial Advisors, Inc. 0.70% Reduce -4.1% 41,812 $5.1M
PFG Advisors 0.24% Reduce -0.1% 41,225 $5.0M
Sapient Capital LLC 0.07% Reduce -2.0% 40,739 $5.0M
Signaturefd, LLC 0.08% Reduce -0.2% 40,944 $5.0M
OpenArc Corporate Advisory, LLC 0.08% — 40,686 $5.0M
Adapt Wealth Advisors, LLC 1.67% Reduce -0.0% 39,782 $4.8M
Auour Investments LLC 1.54% Reduce -8.3% 39,664 $4.8M
Silver Oak Securities, Incorporated 0.32% Add +9.0% 38,323 $4.7M
Linscomb Wealth, Inc. 0.20% Reduce -3.2% 38,530 $4.7M
Baker Avenue Asset Management, LP 0.11% Reduce -0.8% 38,260 $4.7M
Sage Mountain Advisors LLC 0.25% Add +0.0% 38,098 $4.6M
TAGStone Capital, Inc. 1.72% Add +1.3% 38,005 $4.6M
Portfolio Strategies, Inc. 0.53% Add +10.0% 37,859 $4.6M
HSBC Holdings PLC 0.00% New 37,580 $4.6M
Callan Family Office, LLC 0.10% New 37,446 $4.6M
Prosperity Consulting Group, LLC 0.20% Reduce -8.3% 37,041 $4.5M
Americana Partners, LLC 0.12% Add +7.0% 36,485 $4.4M
CoreCap Advisors, LLC 0.15% Add +6.1% 36,450 $4.4M
TCV Trust & Wealth Management, Inc. 0.36% Add +31.6% 36,408 $4.4M
Prosperity Wealth Management, Inc. 1.47% Add +4.0% 36,211 $4.4M
Roffman Miller Associates Inc. 0.24% Add +0.1% 35,915 $4.4M
Maridea Wealth Management LLC 0.66% Add +28.6% 35,789 $4.4M
IFG Advisory, LLC 0.19% Add +12.4% 35,398 $4.3M
One Day In July LLC 0.35% Reduce -5.6% 35,136 $4.3M
Mezzasalma Advisors, LLC 1.02% Add +15.1% 41,624 $4.3M
Brown Brothers Harriman & Co. 0.02% Add +3.9% 34,384 $4.2M
Diversified Portfolios, Inc. 0.34% Reduce -0.6% 33,833 $4.1M
WFA of San Diego, LLC 2.99% Add +0.6% 33,483 $4.1M
Ethos Financial Group, LLC 0.30% Reduce -0.6% 33,175 $4.0M
Mercer Global Advisors Inc. 0.01% Reduce -13.7% 33,059 $4.0M
Focus Financial Network, Inc. 0.14% Add +5.4% 32,081 $3.9M
Michels Family Financial, LLC 2.86% Add +7.6% 31,939 $3.9M
Prospera Financial Services Inc 0.06% Reduce -1.2% 31,831 $3.9M
Ballentine Partners, LLC 0.05% No change 31,707 $3.9M
Tennessee Valley Asset Management Partners 0.50% Add +2.7% 31,617 $3.8M
Tower Research Capital LLC (TRC) 0.09% Add +4.3% 31,482 $3.8M
Indivisible Partners 0.41% — 31,366 $3.8M
BNP Paribas Financial Markets 0.00% Add +43521.4% 30,535 $3.7M
COFG Advisors, LLC 0.90% — 29,783 $3.6M
DAVENPORT & Co LLC 0.02% Add +1.6% 28,971 $3.5M
Atria Investments, Inc 0.04% Add +27.3% 28,650 $3.5M
Spectrum Investment Advisors, Inc. 1.74% Add +3.4% 28,553 $3.5M
Money Concepts Capital Corp. 0.19% Add +23.7% 28,536 $3.5M
Westshore Wealth, LLC 1.12% Add +45.0% 27,628 $3.4M
Cwm, LLC 0.01% Add +106.1% 27,621 $3.4M
Kingswood Wealth Advisors, LLC 0.16% Add +141.3% 27,010 $3.3M
Wealthcare Advisory Partners LLC 0.06% Reduce -2.6% 26,532 $3.2M
Mill Creek Capital Advisors, LLC 0.07% No change 26,313 $3.2M
Inspire Advisors, LLC 0.29% Add +20.6% 26,287 $3.2M
Operose Advisors LLC 0.74% Reduce -2.2% 26,187 $3.2M
Western Wealth Management, LLC 0.15% Add +3.8% 26,161 $3.2M
Schneider Downs Wealth Management Advisors, LP 0.36% No change 26,116 $3.2M
Verus Capital Partners, LLC 0.21% Add +5.0% 26,044 $3.2M
Flagship Wealth Advisors, LLC 0.92% Add +27.4% 26,028 $3.2M
Chicago Partners Investment Group LLC 0.08% Reduce -0.1% 26,274 $3.2M
Valtrion Capital Management, LLC 3.13% Reduce -0.1% 25,816 $3.1M
Voya Investment Management LLC 0.00% Reduce -3.7% 25,726 $3.1M
Badgley Phelps Wealth Managers, LLC 0.06% Add +19.6% 25,149 $3.1M
Oppenheimer & Co. Inc. 0.04% Add +27.9% 25,107 $3.1M
M3 Advisory Group, LLC 1.86% Reduce -2.6% 25,054 $3.1M
Focus Partners Wealth 0.00% Reduce -84.0% 24,647 $3.0M
Wedmont Private Capital 0.10% Reduce -4.3% 24,309 $3.0M
Sunpointe, LLC 0.99% Add +13.1% 24,449 $3.0M
Hilltop Holdings Inc. 0.17% Add +12.8% 23,737 $2.9M
Shikiar Asset Management Inc. 0.78% No change 23,500 $2.9M
Sound Financial Strategies Group, LLC 2.00% Reduce -1.8% 23,239 $2.8M
Valley National Advisers Inc. 0.39% Add +4.7% 22,869 $2.8M
Brookstone Capital Management 0.03% Add +32.8% 22,676 $2.8M
Steph & Co. 0.79% Reduce -4.4% 22,615 $2.8M
Grey Fox Wealth Advisors, LLC 0.56% Add +0.1% 22,565 $2.7M
Prime Capital Investment Advisors, LLC 0.03% Add +0.1% 21,884 $2.7M
RFG - Bristol Wealth Advisors, LLC 0.73% Reduce -3.2% 21,672 $2.6M
Northern Trust Corp. 0.00% Add +9.7% 21,665 $2.6M
Main Street Financial Solutions, LLC 0.20% Reduce -26.1% 21,623 $2.6M
Concurrent Investment Advisors, LLC 0.03% Add +100.7% 21,372 $2.6M
Diversify Advisory Services, LLC 0.08% Add +2.6% 20,900 $2.5M
Blackston Financial Advisory Group, LLC 1.54% Reduce -3.2% 20,738 $2.5M
Avior Wealth Management, LLC 0.08% Reduce -6.3% 20,713 $2.5M
Glass Jacobson Investment Advisors llc 0.91% Reduce -7.6% 20,700 $2.5M
Zacks Investment Management 0.02% Reduce -4.0% 20,604 $2.5M
Stratos Wealth Partners, LTD. 0.03% Reduce -2.2% 20,502 $2.5M
U.S. Capital Wealth Advisors, LLC 0.06% Add +97.1% 19,964 $2.4M
Fiduciary Trust Co 0.03% Reduce -1.1% 19,952 $2.4M
REDW Wealth LLC 0.89% Add +36.9% 19,223 $2.3M
Wealthspire Advisors, LLC 0.02% Add +3.2% 19,135 $2.3M
Cynosure Group, LLC 0.24% Reduce -98.7% 3,398 $2.3M
Simon Quick Advisors, LLC 0.10% Reduce -10.8% 18,885 $2.3M
GAMCO Investors 0.02% Reduce -4.4% 18,708 $2.3M
Westview Management dba Westview Investment Advisors 1.08% — 18,624 $2.3M
Carnegie Investment Counsel 0.04% Add +0.2% 18,475 $2.2M
Vanguard Group Inc. 0.00% Reduce -3.1% 18,445 $2.2M
Allegiance Financial Group Advisory Services LLC 0.47% Reduce -11.7% 18,399 $2.2M
Embree Financial Group 0.27% Add +0.1% 18,321 $2.2M
Fort Sheridan Advisors LLC 0.28% Add +4.8% 18,302 $2.2M
Castlekeep Investment Advisors LLC 1.00% Add +3.1% 18,230 $2.2M
Clarion Wealth Managment Partners, LLC 2.00% Reduce -0.2% 17,774 $2.2M
Axis Wealth Partners, LLC 1.19% Add +25.3% 17,630 $2.1M
Balentine LLC 0.08% Reduce -14.8% 17,601 $2.1M
TCW Group Inc. 0.02% New 17,435 $2.1M
Envestnet Portfolio Solutions, Inc. 0.01% Add +9.4% 16,903 $2.1M
Susquehanna International Group, LLP 0.00% Add +12.0% 16,767 $2.0M
Next Level Private LLC 0.53% Reduce -1.7% 16,504 $2.0M
ETF Portfolio Partners, Inc. 0.52% Reduce -8.1% 16,441 $2.0M
Harbour Investments, Inc. 0.04% Add +11.2% 16,377 $2.0M
Advisory Services Network, LLC 0.03% Reduce -22.4% 16,207 $2.0M
Garde Capital, Inc. 0.12% No change 16,176 $2.0M
Fulton Bank, N.A. 0.07% Add +17.7% 16,142 $2.0M
Retirement Planning Group, LLC 0.06% No change 16,025 $2.0M
Nemes Rush Group LLC 0.18% Add +104720.0% 15,723 $1.9M
Financial Alternatives, Inc 1.10% Reduce -5.5% 15,579 $1.9M
Webster Bank, N. A. 0.18% Add +0.3% 15,527 $1.9M
Waterloo Capital, L.P. 0.13% Add +13.0% 15,336 $1.9M
Summit Financial, LLC 0.03% Reduce -0.6% 15,205 $1.9M
AMG Asset Management Group, Inc. 5.87% — 14,971 $1.8M
Choreo, LLC 0.02% Reduce -1.0% 14,811 $1.8M
Deutsche Bank AG 0.00% Add +146.7% 14,800 $1.8M
Thomasville National Bank 0.11% Add +0.8% 14,590 $1.8M
AdvisorNet Financial, Inc 0.09% Reduce -0.3% 14,583 $1.8M
Fund Evaluation Group, LLC 0.06% No change 14,570 $1.8M
Elevation Capital Advisory, LLC 0.72% Reduce -84.0% 14,562 $1.8M
National Philanthropic Trust 0.02% Add +65.2% 14,537 $1.8M
Transcend Capital Advisors, LLC 0.14% Add +21.5% 14,510 $1.8M
Coldstream Capital Management Inc. 0.02% Reduce -1.0% 14,449 $1.8M
Valpey Financial Services, LLC 1.11% Reduce -2.5% 14,268 $1.7M
Thoroughbred Financial Services, LLC 0.10% Add +3.7% 14,230 $1.7M
First Horizon Corp. 0.08% Add +0.2% 14,112 $1.7M
Duncan Williams Asset Management, LLC 0.43% Add +0.8% 14,679 $1.7M
Aquire Wealth Advisors, LLC 0.44% Reduce -62.2% 13,965 $1.7M
Victory Financial Group, LLC 0.21% Add +16.3% 13,788 $1.7M
LBJ Family Wealth Advisors, Ltd. 0.92% Add +2.5% 13,739 $1.7M
Perigon Wealth Management, LLC 0.03% Add +0.0% 13,688 $1.7M
Pacific Capital Wealth Advisors, Inc. 0.28% No change 13,610 $1.7M
3Chopt Investment Partners, LLC 0.37% No change 13,460 $1.6M
Institute for Wealth Management, LLC. 0.17% Reduce -7.1% 13,426 $1.6M
Global View Capital Management LLC 0.30% Add +0.5% 13,274 $1.6M
Certuity, LLC 0.10% Add +0.1% 13,230 $1.6M
Arkadios Wealth Advisors 0.03% Reduce -12.6% 13,228 $1.6M
Jane Street Group, LLC 0.00% Reduce -80.5% 13,149 $1.6M
Curi Capital, LLC 0.03% No change 13,105 $1.6M
Spirepoint Private Client, LLC 0.15% Add +5.3% 13,075 $1.6M
MidAtlantic Capital Management, Inc. 1.02% No change 13,026 $1.6M
Fortis Capital Advisors, LLC 0.23% Add +0.3% 12,934 $1.6M
Princeton Global Asset Management LLC 0.25% Reduce -4.3% 12,894 $1.6M
Sonata Capital Group Inc. 0.57% Add +4.9% 12,857 $1.6M
Gotham Asset Management 0.01% No change 12,786 $1.6M
Blair William & Co. 0.00% Add +0.7% 12,605 $1.5M
Moors & Cabot, Inc. 0.07% Add +4.8% 12,548 $1.5M
Atlanta Consulting Group Advisors, LLC 0.34% Add +0.7% 12,254 $1.5M
FSM Wealth Advisors, LLC 0.20% Add +0.1% 12,233 $1.5M
CreativeOne Wealth, LLC 0.04% Add +4.5% 12,194 $1.5M
Integrated Wealth Concepts LLC 0.02% Reduce -8.5% 12,104 $1.5M
Heritage Oak Wealth Advisors LLC 0.54% New 12,065 $1.5M
Sigma Planning Corp 0.04% Add +178.4% 11,639 $1.4M
Signal Tree Financial Partners LLC 1.08% Reduce -0.4% 11,613 $1.4M
Davidson Trust Co. 0.59% Reduce -10.2% 11,565 $1.4M
Diversified Trust Co. 0.03% Add +10.7% 11,290 $1.4M
Baker Boyer National Bank 0.41% No change 11,249 $1.4M
Checchi Capital Advisers, LLC 0.09% Add +77.0% 11,219 $1.4M
SBI Securities Co., Ltd. 0.04% Reduce -1.3% 11,205 $1.4M
Elevation Wealth Partners, LLC 0.48% Add +0.1% 11,196 $1.4M
Level Four Advisory Services, LLC 0.04% Add +13.3% 11,096 $1.4M
Victory Capital Management Inc. 0.00% New 10,917 $1.3M
Compass Ion Advisors, LLC 0.13% Reduce -0.1% 10,849 $1.3M
Accurate Wealth Management, LLC 0.16% Add +5.4% 10,553 $1.3M
Ausdal Financial Partners, Inc. 0.06% Reduce -10.3% 10,617 $1.3M
EP Wealth Advisors, LLC 0.01% — 10,580 $1.3M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -0.0% 10,103 $1.2M
Rwa Wealth Partners, LLC 0.01% No change 10,071 $1.2M
Robinhood Asset Management, LLC 0.10% — 10,049 $1.2M
Flagship Harbor Advisors, LLC 0.06% Add +0.1% 10,042 $1.2M
Becker Capital Management Inc. 0.03% No change 10,000 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +13.1% 9,924 $1.2M
City Holding Co. 0.15% New 9,907 $1.2M
Asset One Wealth Management LLC 0.16% — 9,951 $1.2M
Trilogy Capital Inc. 0.05% Add +4.0% 9,807 $1.2M
Kraft, Davis & Associates, LLC 0.27% Reduce -9.7% 9,747 $1.2M
Alesco Advisors, LLC, An ESL Co 0.03% No change 9,624 $1.2M
Goelzer Investment Management, Inc. 0.05% Reduce -1.9% 9,622 $1.2M
Bearing Point Capital, LLC 0.18% New 9,474 $1.2M
MTM Investment Management, LLC 0.37% Add +0.0% 9,403 $1.1M
Signature Estate & Investment Advisors LLC 0.02% Add +2.8% 9,249 $1.1M
American Money Management, LLC 0.18% Reduce -2.4% 9,247 $1.1M
Rehmann Capital Advisory Group 0.06% Add +0.6% 9,190 $1.1M
Xcelsior Advisor Partners LLC 0.54% — 9,138 $1.1M
Calamos Wealth Management LLC 0.04% Add +84.5% 9,123 $1.1M
Resolute Wealth Strategies, LLC 0.47% Add +15.6% 8,820 $1.1M
MSH Capital Advisors LLC 0.23% New 8,757 $1.1M
McAdam, LLC 0.05% Add +3.8% 8,707 $1.1M
Bessemer Group Inc. 0.00% No change 8,700 $1.1M
American National Bank & Trust 0.10% Reduce -0.7% 8,592 $1.0M
ForthRight Wealth Management, LLC 0.30% No change 8,531 $1.0M
Fisher Asset Management 0.00% Add +219.4% 8,495 $1.0M
Beaumont Financial Advisors, LLC 0.07% No change 8,488 $1.0M
Capital Investment Advisors, LLC 0.02% Add +4.2% 8,385 $1.0M
Clark Capital Management Group, Inc. 0.01% New 8,374 $1.0M
Freedom Investment Management, Inc. 0.30% Reduce -3.1% 8,362 $1.0M
Brio Consultants, LLC 0.13% Add +170.4% 8,360 $1.0M
Key Client Fiduciary Advisors, LLC 0.35% Reduce -1.0% 8,296 $1.0M
Capstone Wealth Management, Inc. 0.88% — 8,242 $1.0M
Bison Wealth, LLC 0.11% Add +2.2% 9,064 $998K
Bokf, NA 0.02% Reduce -36.1% 8,199 $998K
Solutions 4 Wealth, Ltd 1.50% Add +41.8% 8,174 $995K
Capital Planning LLC 0.28% Add +17.7% 8,178 $993K
Founders Financial Securities LLC 0.06% New 8,097 $986K
Hazlett, Burt & Watson, Inc. 0.31% No change 8,046 $980K
Principal Securities, Inc. 0.01% Add +17.3% 8,010 $975K
Verum Partners LLC 0.19% Reduce -6.2% 7,927 $965K
Chevy Chase Trust Holdings, LLC 0.00% Add +4.7% 7,852 $956K
Flaharty Asset Management, LLC 0.12% Add +40.3% 7,839 $954K
Lee, Kelleher & Klein Wealth Management 0.57% Reduce -10.5% 7,824 $953K
Robertson Stephens Wealth Management, LLC 0.03% New 7,812 $951K
Allspring Global Investments Holdings, LLC 0.00% Add +0.9% 7,819 $950K
Nations Financial Group Inc, /Ia/ 0.05% Add +1.0% 7,769 $946K
IHT Wealth Management, LLC 0.02% Add +10.0% 7,718 $940K
Flynn Zito Capital Management, LLC 0.33% No change 7,672 $934K
Lanark Financial, Inc. 0.07% Reduce -2.5% 7,634 $929K
Calydon Capital 0.16% No change 7,633 $929K
Beacon Financial Planning, Inc. 0.45% Add +73.2% 7,623 $928K
Keystone Financial Group 0.07% Add +1.1% 7,612 $927K
World Equity Group, Inc. 0.26% Add +4.6% 7,559 $920K
Bluesphere Advisors LLC 0.41% No change 7,550 $919K
Santori & Peters, Inc. 0.31% Reduce -0.7% 7,499 $913K
United Advisor Group, LLC 0.12% Add +11.3% 7,495 $913K
Cordatus Wealth Management LLC 0.21% Reduce -0.7% 7,485 $911K
Braun-Bostich & Associates Inc. 0.56% No change 7,477 $910K
Ponta Wealth Partners, LLC 0.85% — 7,456 $908K
Sovereign Financial Group, Inc. 0.16% Reduce -2.1% 7,421 $904K
Berman McAleer LLC 0.12% Add +10.6% 7,410 $902K
Parallel Advisors, LLC 0.02% Add +18.4% 7,409 $902K
VestGen Advisors, LLC 0.04% New 7,158 $871K
Balefire, LLC 0.17% Reduce -2.7% 7,049 $858K
Petra Financial Advisors Inc. 0.49% Reduce -1.3% 6,917 $842K
Sentinel Trust Co. Lba 0.08% No change 6,885 $838K
Truepoint, Inc. 0.02% Reduce -0.4% 6,868 $836K
Rainier Family Wealth Inc. 0.62% No change 6,764 $824K
Vicus Capital 0.06% Add +13.4% 6,759 $823K
Vontobel Holding Ltd. 0.00% Reduce -1.8% 6,659 $811K
SteelPeak Wealth, LLC 0.03% Add +44.3% 6,640 $808K
Old Mission Capital LLC 0.03% Reduce -60.3% 6,587 $802K
GeoWealth Management, LLC 0.03% Reduce -25.6% 6,538 $796K
Bogart Wealth, LLC 0.03% Add +0.5% 6,521 $794K
Total Clarity Wealth Management, Inc. 0.19% Add +176.3% 6,498 $791K
First Manhattan Co. Llc. 0.00% Reduce -1.8% 6,456 $786K
Global Wealth Management Investment Advisory, Inc. 0.13% Add +5.6% 6,454 $786K
Arista Wealth Management, LLC 0.10% Add +0.8% 6,366 $775K
Eq LLC 0.22% No change 6,351 $773K
Koshinski Asset Management, Inc. 0.05% Add +2.4% 6,291 $766K
Sovran Advisors, LLC 0.07% Add +3.0% 6,321 $766K
Financial Guidance Group, Inc. 0.31% No change 6,250 $761K
Invesco Ltd. 0.00% Add +30.9% 6,245 $760K
Financial Engines Advisors L.L.C. 0.00% Add +0.7% 6,224 $758K
Visionary Wealth Advisors 0.03% Reduce -1.8% 6,206 $756K
Cherrydale Wealth Management, LLC 0.23% Add +0.1% 6,168 $751K
Betterment LLC 0.00% Add +16.9% 6,128 $746K
Green Ridge Wealth Planning LLC 0.38% — 6,125 $746K
Cedar Wealth Management, LLC 0.22% New 6,109 $744K
Independent Advisor Alliance 0.02% No change 6,018 $733K
Centaurus Financial, Inc. 0.03% Add +27.0% 5,902 $719K
Midwest Trust Co 0.01% Add +11.5% 5,896 $718K
Cura Wealth Advisors, LLC 0.27% Add +10.5% 5,894 $718K
Arsenal Capital Advisors LLC 0.50% — 5,821 $709K
United Capital Financial Advisors, LLC 0.00% Add +55.0% 5,620 $684K
Barclays PLC 0.00% New 5,600 $682K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -87.9% 5,578 $679K
Hutchens & Kramer Investment Management Group, LLC 0.23% Add +1.1% 5,560 $677K
Legacy Wealth Partners, LLC 0.18% — 5,557 $677K
Cornerstone Wealth Management, LLC 0.04% Add +4.3% 5,557 $677K
1832 Asset Management L.P. 0.00% Add +9.8% 5,535 $674K
Stone House Investment Management, LLC 0.10% Add +6.2% 5,451 $664K
Ritholtz Wealth Management 0.01% Add +4.7% 5,423 $660K
Pinnacle Associates Ltd. 0.01% Reduce -6.1% 5,392 $656K
Private Trust Co. NA 0.06% Add +4.3% 5,382 $655K
AlphaCore Capital LLC 0.01% Add +255.6% 5,366 $653K
Brandywine Oak Private Wealth LLC 0.05% No change 5,340 $650K
Axxcess Wealth Management, LLC 0.01% Reduce -24.0% 5,333 $649K
Dakota Wealth Management 0.01% New 5,306 $646K
Paladin Advisory Group, LLC 0.47% Add +110.9% 5,290 $644K
Precedent Wealth Partners, LLC 0.13% Reduce -32.1% 5,170 $629K
Lewis Asset Management, LLC 0.25% Reduce -0.7% 5,057 $616K
First Financial Bankshares Inc 0.01% No change 5,053 $615K
MOR Wealth Management, LLC 0.28% — 5,013 $610K
Foundations Investment Advisors, LLC 0.01% Reduce -24.0% 5,011 $610K
Black Diamond Financial, LLC 0.06% New 5,000 $609K
Liberty Wealth Management LLC 0.08% Reduce -17.9% 4,998 $609K
Advisortrust Partners, LLC 0.27% — 4,976 $606K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -5.2% 4,961 $604K
J.W. Cole Advisors, Inc. 0.01% Reduce -13.0% 14,338 $600K
Trust Point Inc. 0.05% Add +2.4% 4,861 $592K
Scotia Capital Inc. 0.00% Add +3.4% 4,744 $578K
SIMA Wealth Partners, LLC 0.44% No change 4,734 $576K
PGIM Custom Harvest LLC 0.01% Reduce -0.3% 4,728 $576K
Venture Visionary Partners LLC 0.02% No change 4,721 $575K
AE Wealth Management LLC 0.00% Reduce -74.9% 4,710 $573K
Fairway Wealth LLC 0.15% Add +27.2% 4,683 $570K
BOK Financial Private Wealth, Inc. 0.03% No change 4,660 $567K
Wharton Business Group, LLC 0.02% No change 4,660 $567K
Thoma Capital Management LLC 0.33% New 4,646 $566K
Ashton Thomas Private Wealth, LLC 0.01% Add +0.7% 4,626 $563K
Titleist Asset Management, LLC 0.05% Add +1.1% 4,608 $561K
Richmond Investment Services, LLC 0.10% Add +14.7% 4,597 $560K
Laurel Oak Wealth Management, LLC 0.09% — 4,582 $558K
BlueStem Wealth Partners, LLC 0.06% Reduce -8.4% 4,551 $554K
Fortitude Advisory Group L.L.C. 0.23% Add +0.1% 4,541 $553K
Dorsey & Whitney Trust CO LLC 0.03% No change 4,531 $552K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 4,527 $551K
Ancora Advisors LLC 0.01% Add +66.0% 4,494 $547K
Fermata Advisors, LLC 0.13% Add +28.7% 4,476 $545K
New England Private Wealth Advisors LLC 0.07% Reduce -10.8% 4,411 $537K
ARK & TLK Investments, LLC 0.15% No change 4,384 $534K
Hirtle & Co., LLC 0.02% No change 4,321 $526K
Ignite Planners, LLC 0.08% Reduce -2.9% 4,374 $525K
Emerald Advisors, LLC 0.07% Reduce -9.5% 4,312 $525K
Vise Technologies, Inc. 0.01% New 4,281 $521K
United Community Bank 0.20% No change 4,277 $521K
Impact Capital Partners LLC 0.15% New 4,224 $514K
Opus Capital Group, LLC 0.06% Reduce -69.2% 4,224 $514K
CRA Financial Services, LLC 0.07% Add +0.6% 4,215 $513K
Kohmann Bosshard Financial Services, LLC 0.05% No change 4,209 $512K
Integrated Advisors Network LLC 0.02% Add +87.0% 4,124 $502K
JHP Wealth Management, LLC 0.49% — 4,122 $502K
Composition Wealth, LLC 0.01% No change 4,096 $499K
Root Financial Partners, LLC 0.03% Add +168.4% 4,053 $493K
Private Wealth Asset Management, LLC 0.05% No change 4,048 $493K
Rothschild Wealth LLC 0.05% Add +69.8% 4,023 $490K
Allworth Financial LP 0.00% Reduce -17.3% 3,994 $486K
Ellenbecker Investment Group 0.07% Reduce -45.1% 3,966 $483K
Essex Financial Services, Inc. 0.03% Reduce -3.2% 3,956 $482K
JPL Wealth Management, LLC 0.11% No change 3,863 $470K
Legacy Wealth Asset Management, LLC 0.11% No change 3,819 $465K
New Republic Capital, LLC 0.12% No change 3,800 $463K
Regent Peak Wealth Advisors LLC 0.09% No change 3,773 $459K
Integrity Alliance, Llc. 0.02% Add +23.6% 3,760 $458K
Aurora Private Wealth, Inc. 0.30% — 3,773 $457K
Berkshire Asset Management LLC 0.02% Reduce -2.2% 3,714 $452K
Proficio Capital Partners LLC 0.03% Add +16.3% 3,705 $451K
Csenge Advisory Group 0.02% Add +27.2% 3,697 $450K
JMG Financial Group, Ltd. 0.01% No change 3,689 $449K
My Personal CFO, LLC 0.19% New 3,663 $446K
Bond & Devick Financial Network, Inc. 0.13% No change 3,656 $445K
Rathbones Group PLC 0.00% No change 3,650 $444K
Inman Jager Wealth Management, LLC 0.27% No change 3,644 $444K
Sax Wealth Advisors, LLC 0.02% No change 3,627 $442K
OneDigital Investment Advisors LLC 0.00% Add +1.1% 3,624 $441K
Per Stirling Capital Management, LLC. 0.05% Add +0.3% 3,612 $440K
Gilliland Jeter Wealth Management LLC 0.13% Add +0.1% 3,597 $438K
Whittier Trust Co. 0.00% No change 3,559 $436K
Tme Financial, Inc. 0.30% Reduce -3.6% 3,563 $434K
DGS Capital Management, LLC 0.07% Reduce -59.8% 3,555 $433K
Franklin Resources Inc. 0.00% No change 3,542 $431K
Flputnam Investment Management Co. 0.01% New 3,541 $431K
Exencial Wealth Advisors, LLC 0.01% No change 3,521 $429K
Sepio Capital, LP 0.02% No change 3,517 $428K
Elite Life Management LLC 0.69% Reduce -4.0% 3,617 $425K
United Capital Management of KS, Inc. 0.06% No change 3,410 $415K
Park Capital Management, LLC / WI 0.30% No change 3,400 $414K
Waverly Advisors, LLC 0.00% Add +36.8% 3,381 $412K
Wilmington Savings Fund Society, FSB 0.01% No change 3,332 $406K
HFG Advisors, Inc. 0.29% No change 3,298 $402K
Modern Wealth Management, LLC 0.01% Reduce -38.8% 3,258 $397K
Foundation Wealth Management, LLC 0.27% Reduce -20.3% 3,250 $396K
SeaCrest Wealth Management, LLC 0.04% No change 3,218 $395K
Stock Yards Bank & Trust Co. 0.01% New 3,235 $394K
Colter Lewis Investment Partners LLC 0.45% — 3,196 $389K
Tranquility Partners, LLC 0.14% No change 3,180 $387K
Leo Wealth, LLC 0.03% New 3,143 $383K
D'Orazio & Associates, Inc. 0.05% Add +7.2% 3,132 $381K
SC&H Financial Advisors, Inc. 0.06% Add +0.1% 3,127 $381K
Alteri Wealth LLC 0.12% No change 3,116 $379K
White Lighthouse Investment Management Inc. 0.05% Reduce -8.0% 3,115 $379K
Park Edge Advisors, LLC 0.09% Reduce -12.6% 3,100 $377K
CWA Asset Management Group, LLC 0.01% Reduce -9.1% 3,086 $376K
MWA Asset Management 0.21% Add +1.3% 3,042 $370K
Trexquant Investment LP 0.00% Add +0.1% 3,028 $369K
Avant Capital LLC 0.25% Add +9.6% 2,996 $365K
Mgo One Seven LLC 0.01% Reduce -4.2% 2,990 $364K
Magnolia Capital Advisors LLC 0.08% Add +20.4% 2,983 $363K
Carrera Capital Advisors 0.06% New 2,959 $360K
HighPoint Advisor Group LLC 0.01% New 2,952 $359K
Nelson Capital Management, LLC 0.04% No change 2,951 $359K
Geneos Wealth Management Inc. 0.01% Reduce -3.8% 2,950 $359K
Merkkuri Wealth Advisors LLC 0.24% Add +0.1% 2,949 $359K
Blake Schutter Theil Wealth Advisors, LLC 0.29% Add +50.2% 2,931 $357K
Gladstone Institutional Advisory LLC 0.01% Add +0.3% 2,897 $353K
Fulcrum Equity Management 0.34% Add +0.6% 2,891 $352K
Smart Portfolios, LLC 0.35% No change 2,861 $348K
HUB Investment Partners, LLC 0.01% No change 2,853 $347K
Capital Investment Advisory Services, LLC 0.02% Add +5.7% 2,822 $344K
Old North State Wealth Management, LLC 0.16% Reduce -13.1% 2,814 $343K
Rialto Wealth Management, LLC 0.08% No change 2,814 $343K
Equita Financial Network, Inc. 0.10% No change 2,811 $342K
Cedar Point Capital Partners, LLC 0.22% Add +3.5% 2,811 $342K
McCartney Wealth Management LLC 0.29% — 2,765 $337K
EverSource Wealth Advisors, LLC 0.01% Add +16.2% 2,748 $335K
First City Capital Management, Inc. 0.18% No change 2,744 $334K
Everett Harris & Co. 0.00% No change 2,725 $332K
Citizens Financial Group Inc. 0.00% Add +12.6% 2,724 $332K
NorthRock Partners, LLC 0.01% Reduce -7.7% 2,711 $330K
Fairvoy Private Wealth, LLC 0.07% No change 2,691 $328K
Mitchell Sinkler & Starr 0.15% Add +1.9% 2,655 $323K
NewEdge Wealth, LLC 0.00% Add +0.0% 2,622 $319K
Cape Investment Advisory, Inc. 0.10% Add +1528.0% 2,621 $319K
Traction Financial Partners, LLC 0.19% Reduce -0.9% 2,599 $316K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.1% 2,582 $314K
Mycio Wealth Partners, LLC 0.06% Add +10.5% 2,576 $314K
Cullinan Associates Inc. 0.02% New 2,541 $309K
Newport Capital Group, LLC 0.19% Reduce -0.9% 2,503 $305K
Wealthfront Advisers LLC 0.00% New 2,498 $304K
SVB Wealth LLC 0.02% No change 2,483 $302K
Evanson Asset Management, LLC 0.02% No change 2,462 $300K
Lockerman Financial Group, Inc. 0.57% Reduce -13.5% 2,457 $299K
James Reed Financial Services, Inc. 0.24% Reduce -2.0% 2,450 $298K
Quotient Wealth Partners, LLC 0.01% No change 2,444 $298K
Signature Equity Partners, LLC 0.16% — 2,436 $297K
Plan Group Financial, LLC 0.08% Reduce -17.8% 2,435 $296K
SkyOak Wealth, LLC 0.05% Reduce -17.2% 2,419 $295K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,407 $294K
Client 1ST Advisory Group, LLC 0.09% No change 2,409 $293K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -33.8% 2,402 $292K
Tectonic Advisors LLC 0.02% Add +0.1% 2,388 $291K
Motive Wealth Advisors 0.12% New 2,368 $288K
GM Advisory Group, LLC 0.01% Reduce -0.0% 2,365 $288K
Valued Retirements, Inc. 0.28% No change 2,356 $287K
Heritage Wealth Management, Inc. 0.08% No change 2,340 $285K
Sicart Associates LLC 0.07% No change 2,313 $282K
Vertex Planning Partners, LLC 0.07% Add +16.3% 2,310 $281K
Bawa N Mallick Trust 0.10% No change 2,300 $280K
Gentry Private Wealth, LLC 0.18% No change 2,293 $279K
GoalVest Advisory LLC 0.05% New 2,293 $279K
Krilogy Financial LLC 0.01% Add +0.5% 2,277 $276K
Coordinated Financial Services, Inc. 0.16% Add +23.8% 2,240 $273K
Freestone Capital Holdings, LLC 0.01% No change 2,236 $272K
Amplius Wealth Advisors, LLC 0.02% No change 2,235 $272K
Ellevest, Inc. 0.04% Reduce -4.2% 2,234 $272K
Evelyn Partners Asset Management Ltd 0.06% New 2,226 $271K
Empowered Funds, LLC 0.00% New 2,209 $269K
Capital Planning Advisors, LLC 0.04% No change 2,198 $268K
Grant Street Asset Management, Inc. 0.05% New 2,195 $267K
Capital Analysts, LLC 0.01% Add +9.7% 2,187 $267K
North Star Investment Management Corp. 0.02% Add +0.1% 2,177 $265K
Woodard & Co. Asset Management Group Inc. 0.04% Reduce -6.5% 2,136 $260K
Horst & Graben Wealth Management LLC 0.04% No change 2,101 $256K
Evercore Wealth Management, LLC 0.00% No change 2,101 $256K
Jacobs & Co. 0.02% No change 2,100 $255K
Financial Planning Hawaii, Inc. 0.15% — 2,091 $255K
Keb Asset Management, LLC 0.05% Reduce -8.3% 2,081 $253K
Level Financial Advisors 0.07% Reduce -1.3% 2,063 $251K
Sagespring Wealth Partners, LLC 0.00% Reduce -45.4% 2,056 $250K
Dynamic Advisor Solutions LLC 0.01% New 2,042 $249K
Savvy Advisors, Inc. 0.01% New 2,034 $248K
NTV Asset Management LLC 0.03% No change 2,024 $246K
Occidental Asset Management, LLC 0.03% No change 2,020 $246K
Eastern Bank 0.00% Reduce -8.3% 2,008 $244K
Philadelphia Trust Co. 0.02% No change 2,000 $244K
Aspiriant, LLC 0.01% No change 2,001 $244K
Northcape Wealth Management, LLC 0.07% Reduce -7.2% 2,000 $244K
Acorn Financial Advisory Services Inc. 0.04% No change 1,991 $242K
PUREfi Wealth, LLC 0.19% No change 1,986 $242K
Russell Investments Group, Ltd. 0.00% Reduce -13.4% 1,982 $241K
MY Wealth Management Inc. 0.21% New 1,981 $241K
Tannin Capital LLC 0.22% — 1,978 $241K
Great Lakes Advisors, LLC 0.00% No change 1,972 $240K
Inspirion Wealth Advisors, LLC 0.03% New 1,962 $239K
Unique Wealth, LLC 0.03% No change 1,940 $236K
Clarendon Private LLC 0.20% Add +0.2% 1,936 $236K
Veracity Capital LLC 0.07% No change 1,926 $234K
Nottingham Advisors, Inc. 0.03% No change 1,894 $231K
Financial Freedom, LLC 0.11% Add +0.1% 1,892 $230K
Patron Partners, LLC 0.10% Add +0.1% 1,889 $230K
Cambria Investment Management, L.P. 0.01% New 1,878 $229K
HM Payson & Co. 0.00% No change 1,865 $227K
Edge Financial Advisors LLC 0.09% Reduce -1.6% 1,826 $222K
Abel Hall, LLC 0.05% No change 1,816 $221K
180 Wealth Advisors, LLC 0.03% Reduce -0.2% 1,810 $220K
Roxbury Financial LLC 0.20% Add +0.1% 1,804 $220K
VeraBank, N.A. 0.04% Reduce -0.5% 1,803 $220K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,801 $219K
Parcion Private Wealth LLC 0.01% No change 1,776 $216K
Firestone Capital Management 0.05% Add +0.1% 1,773 $216K
Trellis Wealth Advisors LLC 0.08% Add +0.1% 1,771 $216K
Caprock Group, LLC 0.00% Reduce -9.4% 1,756 $214K
Altar Rock LLC 0.25% — 1,729 $211K
Advisor OS, LLC 0.02% New 1,721 $210K
Directional Asset Management 0.18% — 1,708 $208K
Aspen Capital Management, LLC 0.05% No change 1,701 $207K
Premier Path Wealth Partners, LLC 0.03% No change 1,694 $206K
Quantum Financial Planning Services, Inc. 0.07% New 1,691 $206K
Elevatus Welath Management 0.06% Add +1.8% 1,690 $206K
Keel Point, LLC 0.01% New 1,684 $205K
Murphy & Mullick Capital Management Corp 0.15% No change 1,680 $205K
Accredited Investors Inc. 0.01% No change 1,676 $204K
Hilltop Partners LLC 0.05% Reduce -0.5% 1,664 $203K
A&I Financial Services, LLC 0.10% No change 1,660 $202K
Crews Bank & Trust 0.03% No change 1,656 $202K
Snider Financial Group 0.05% Reduce -55.9% 1,643 $200K
Caitlin John, LLC 0.13% No change 1,628 $198K
Wellington Grp LLC 0.07% — 1,604 $195K
Signature Resources Capital Management, LLC 0.10% No change 1,600 $195K
Jackson, Grant Investment Advisers, Inc. 0.06% No change 1,600 $195K
FWL Investment Management, LLC 0.05% No change 1,600 $195K
Gen-Wealth Partners Inc 0.06% No change 1,578 $192K
Whipplewood Advisors, LLC 0.12% No change 1,558 $190K
Blue Trust, Inc. 0.00% Add +1.0% 1,481 $180K
Trust Co. of Vermont 0.01% Add +1.6% 1,423 $173K
Pinnacle Bancorp, Inc. 0.05% No change 1,412 $172K
CENTRAL TRUST Co 0.00% Reduce -7.4% 1,379 $168K
MidFirst Bank 0.01% — 1,314 $160K
Entrust Financial LLC 0.12% — 1,314 $160K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -59.7% 1,302 $159K
Armstrong Advisory Group, Inc. 0.01% Reduce -0.5% 1,300 $158K
Avion Wealth 0.03% Add +0.1% 1,271 $154K
Private Wealth Management Group, LLC 0.04% No change 1,197 $146K
Steigerwald, Gordon & Koch Inc. 0.01% No change 1,054 $128K
McGuire Capital Advisors Inc. 0.08% — 1,014 $123K
Hager Investment Management Services, LLC 0.07% New 996 $121K
Archer Investment Corp 0.03% No change 978 $119K
Asset Dedication, LLC 0.01% No change 970 $118K
Maryland Capital Advisors Inc. 0.04% No change 898 $109K
Eukles Asset Management 0.04% No change 884 $108K
Evolution Wealth Management Inc. 0.09% No change 879 $107K
Concord Wealth Partners 0.01% Add +24.5% 844 $103K
Trust Co 0.01% Add +5.5% 844 $103K
Phillips Financial Management, LLC 0.01% No change 792 $96K
Sfam, LLC 0.08% — 760 $93K
Sterling Capital Management LLC 0.00% New 743 $90K
Keating Financial Advisory Services, Inc. 0.01% — 728 $89K
Adirondack Trust Co. 0.03% Add +24.4% 714 $87K
Financial Perspectives, Inc 0.02% No change 687 $84K
Strategic Investment Solutions, Inc. 0.02% Add +0.1% 677 $82K
Godfrey Financial Associates, Inc. 0.07% — 666 $81K
WealthShield Partners, LLC 0.01% No change 653 $80K
ORG Partners LLC 0.01% No change 644 $78K
Key Financial Inc 0.01% No change 640 $78K
Larson Financial Group LLC 0.00% Reduce -16.6% 636 $77K
NFSG Corp 0.01% No change 635 $77K
JNBA Financial Advisors 0.01% No change 635 $77K
Vermillion Wealth Management, Inc. 0.03% Add +0.2% 634 $77K
Newton One Investments LLC 0.02% Reduce -3.7% 631 $77K
Garton & Associates Financial Advisors LLC 0.04% — 612 $75K
JFS Wealth Advisors, LLC 0.00% Reduce -0.8% 590 $72K
McIlrath & Eck, LLC 0.01% Add +22.2% 561 $68K
Disciplina Capital Management LLC 0.01% New 560 $68K
Tompkins Financial Corp. 0.01% No change 542 $66K
GGM Financial LLC 0.03% Add +0.2% 541 $66K
Asset Management One Co., Ltd. 0.00% Add +19.0% 526 $65K
Qube Research & Technologies Ltd 0.00% Reduce -84.2% 507 $62K
SOA Wealth Advisors, LLC. 0.01% No change 506 $62K
Investment Counsel Co. of Nevada 0.13% No change 500 $61K
Indiana Trust & Investment Management Co 0.02% No change 500 $61K
City State Bank 0.02% No change 500 $61K
International Assets Investment Management, LLC 0.00% New 499 $61K
Independence Bank of Kentucky 0.01% Reduce -9.1% 497 $61K
Coastline Trust Co 0.01% No change 475 $58K
Spire Wealth Management 0.00% No change 475 $58K
Copia Wealth Management 0.04% No change 468 $57K
Golden State Wealth Management, LLC 0.01% Add +21.8% 436 $53K
Optima Capital LLC 0.02% New 404 $49K
Federation des caisses Desjardins du Quebec 0.00% Reduce -42.9% 400 $49K
Proathlete Wealth Management LLC 0.01% No change 380 $46K
Cranbrook Wealth Management, LLC 0.01% No change 375 $46K
Greykasell Wealth Strategies, Inc. 0.02% No change 372 $45K
Peachtree Investment Partners, LLC 0.01% No change 363 $44K
West Paces Advisors Inc. 0.01% New 345 $42K
CDKV Holdings LLC 0.03% — 328 $40K
TD Waterhouse Canada Inc. 0.00% Reduce -33.6% 314 $38K
New England Capital Financial Advisors LLC 0.01% No change 300 $37K
FAS Wealth Partners, Inc. 0.00% New 283 $34K
Atomic Invest LLC 0.02% — 264 $32K
Quadrant Capital Group LLC 0.00% New 260 $32K
EPG Wealth Management LLC 0.01% No change 259 $32K
Rothschild Investment LLC 0.00% No change 257 $31K
Westside Investment Management, Inc. 0.00% No change 245 $30K
Farmers & Merchants Investments Inc. 0.00% Reduce -17.0% 244 $30K
First Pacific Financial 0.00% Reduce -1.6% 238 $29K
Triumph Capital Management 0.01% New 216 $26K
Rossby Financial, LCC 0.01% No change 209 $25K
DecisionPoint Financial, LLC 0.01% Add +15.0% 207 $25K
Investment Research & Advisory Group, Inc. 0.01% New 205 $25K
Glen Eagle Advisors, LLC 0.00% New 202 $25K
Nova Wealth Management, Inc. 0.02% No change 194 $24K
YANKCOM Partnership 0.01% New 189 $23K
Cullen/Frost Bankers, Inc. 0.00% No change 187 $23K
Bayban 0.02% — 173 $21K
Central Pacific Bank - Trust Division 0.00% No change 162 $20K
Measured Wealth Private Client Group, LLC 0.01% No change 160 $19K
Integrity Financial Corp 0.01% New 156 $19K
Global Trust Asset Management, LLC 0.01% Reduce -92.3% 150 $18K
Tidemark, LLC 0.00% No change 140 $17K
Lodestone Wealth Management LLC 0.01% New 130 $16K
Hilton Head Capital Partners, LLC 0.01% — 129 $16K
N.E.W. Advisory Services LLC 0.00% No change 128 $16K
Abound Wealth Management 0.00% Add +17.8% 126 $15K
Consultiva Wealth Management, Corp. 0.04% New 125 $15K
Hantz Financial Services, Inc. 0.00% Reduce -80.3% 123 $15K
Grand Wealth Management, LLC 0.01% No change 121 $15K
Tucker Asset Management LLC 0.00% New 113 $14K
Comprehensive Financial Planning, Inc. 0.01% No change 112 $14K
Howe & Rusling Inc. 0.00% No change 104 $13K
Fairman Group, LLC 0.01% No change 96 $12K
Truvestments Capital LLC 0.00% Add +90.9% 84 $10K
National Bank of Canada 0.00% New 84 $10K
Bfsg, LLC 0.00% No change 80 $10K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 77 $9K
Richards, Merrill & Peterson, Inc. 0.00% New 74 $9K
HHM Wealth Advisors, LLC 0.00% Add +40.4% 73 $9K
Halbert Hargrove Global Advisors, LLC 0.00% No change 70 $9K
Financial Network Wealth Advisors LLC 0.01% No change 70 $9K
UMB Bank, n.a. 0.00% New 70 $9K
Harbor Investment Advisory, LLC 0.00% New 64 $8K
Corsicana & Co. 0.00% No change 63 $8K
Matrix Private Capital Group LLC 0.00% No change 61 $7K
Strategic Wealth Partners, Ltd. 0.00% Reduce -80.8% 60 $7K
IFC & Insurance Marketing, Inc. 0.01% — 60 $7K
Pension & Wealth Management Advisors, Inc. 0.00% No change 55 $7K
CGC Financial Services, LLC 0.00% No change 55 $7K
Ameriflex Group, Inc. 0.00% Reduce -50.0% 52 $6K
Choate Investment Advisors 0.00% New 48 $6K
Imprint Wealth LLC 0.03% Reduce -73.8% 45 $5K
Olistico Wealth, LLC 0.00% New 44 $5K
Elevated Capital Advisors, LLC 0.00% New 44 $5K
Sunbelt Securities, Inc. 0.00% No change 43 $5K
GHP Investment Advisors, Inc. 0.00% No change 41 $5K
Caldwell Sutter Capital, Inc. 0.00% Reduce -33.3% 40 $5K
CNB Bank 0.00% Reduce -18.8% 39 $5K
Kozak & Associates, Inc. 0.00% New 33 $4K
Physician Wealth Advisors, Inc. 0.00% No change 22 $3K
Creative Capital Management Investments LLC 0.00% No change 22 $3K
Cornerstone Planning Group LLC 0.00% New 22 $3K
Legal & General Group Plc 0.00% New 19 $2K
Westfuller Advisors, LLC 0.00% Add +77.8% 16 $2K
Commonwealth Retirement Investments LLC 0.00% New 16 $2K
Cordgrass Capital Advisors, LLC 0.00% New 15 $2K
Harbor Asset Planning, Inc. 0.00% No change 14 $2K
Essential Investment Partners LLC 0.00% — 10 $1K
Sound Income Strategies, LLC 0.00% No change 9 $1K
Centennial Bank 0.00% No change 7 $852
Fort Vancouver Investment Management, LLC 0.00% New 5 $609
Horizon Investments, LLC 0.00% New 5 $609
Rakuten Securities, Inc. 0.00% Reduce -93.5% 3 $365
Roble, Belko & Company, Inc 0.00% No change 2 $0

"% of holder's portfolio" is VONG's weight in each manager's 13F, not the share of Vanguard Russell 1000 Growth the manager owns.